QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,463 hedge funds and large institutions have $46.1B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,463
Holders Change
+15
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
134
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
176
Liberty Wealth Management
California
$27.4M 149,913 +11,448 +8%
EL
177
EWA LLC
Pennsylvania
$27.2M 148,691 -13,311 -8%
BFPW
178
BOK Financial Private Wealth
Colorado
$27.2M 148,664 -1,039 -0.7%
SFS
179
Security Financial Services
Indiana
$26.4M 144,337 +3,391 +2%
IWS
180
Insight Wealth Strategies
California
$26.1M 142,254 +1,370 +1%
GF
181
Gries Financial
Ohio
$25.8M 141,067 -3,941 -3%
BFG
182
Buttonwood Financial Group
Missouri
$25.7M 140,048 +4,921 +4%
CA
183
Centerpoint Advisors
Massachusetts
$25M 136,889 +3,215 +2%
RW
184
RVW Wealth
California
$25M 136,637 +13,165 +11%
SP
185
Symmetry Partners
Connecticut
$24.9M 136,204 +12,818 +10%
SWP
186
Summit Wealth Partners
Florida
$24.9M 135,950 -3,529 -3%
SP
187
Stonebrook Private
Michigan
$24.4M 134,311 -530 -0.4%
CWS
188
Cypress Wealth Services
California
$24.2M 132,456 +6,470 +5%
IA
189
IFP Advisors
Florida
$23.8M 130,413 +50,025 +62%
DA
190
Detalus Advisors
Missouri
$23.7M 129,755 +5,712 +5%
MC
191
McMorgan & Co
California
$23.6M 129,214 -506 -0.4%
KFSC
192
Keystone Financial Services (Colorado)
Colorado
$23.6M 128,858 +5,856 +5%
CF
193
Centaurus Financial
California
$23.5M 128,651 +11,244 +10%
SFA
194
Sequoia Financial Advisors
Ohio
$23.5M 128,585 -39,369 -23%
JAG
195
Journey Advisory Group
Kentucky
$23.5M 128,492 -5,593 -4%
KW
196
KWB Wealth
California
$23.4M 136,747 +136,747 New
AM
197
AGF Management
Ontario, Canada
$23.1M 126,534 -3,004 -2%
VA
198
VestGen Advisors
Illinois
$23.1M 124,973 +8,517 +7%
KFS
199
Kelly Financial Services
Massachusetts
$22.9M 125,466 +7,185 +6%
TWM
200
Tanglewood Wealth Management
Texas
$22.9M 125,216 -354 -0.3%
6 7
8
9 10